AI Customer Success Partner
Skills
Software As A ServiceAccount ManagementAdoptionBriefsDashboardsEnglishProduct Marketing
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 5-7 years of experience in Customer Success, Account Management, or Consulting
- Hands-on experience using AI tools and building AI agents or workflows to automate customer engagement
- Experience driving retention across a high-volume account portfolio with GRR and NRR focus
- Experience working with digital banking providers, SaaS software providers, or financial institutions
- Comfort building and managing a large portfolio of accounts through automated, tech-touch engagement
- Strong understanding of digital banking, personalization, AI, or data-driven platforms
- Experience with enterprise SaaS delivery models
- Ability to work in a dynamic, fast-paced environment
- Customer-first mindset with the ability to balance scale and personalization
- Ability to travel up to 20%
- University degree or higher required
- Fluent in English
- US based
Nice to have
- Spanish speaking
- Partner/reseller channel experience
Day to day
- Own a scaled portfolio of North America accounts and build proactive relationships through a digital-first cadence
- Drive adoption, retention, and measurable customer outcomes using AI-triggered check-ins, health alerts, usage reporting, and digital QBRs
- Collaborate across Product, Engineering, Support, Sales, and Partnerships to resolve issues, surface feedback, and support renewals and expansion
